Savant Capital
CPA icon

Savant Capital’s Copa Holdings CPA Stock Holding History

Savant Capital’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$553K Buy
4,196
+1,113
+36% +$152K ﹤0.01% 1507
2026
Q2 		$478K Buy
3,083
+115
+4% +$15K ﹤0.01% 1247
2026
Q1 		$337K Sell
2,968
-20
-0.7% -$2.62K ﹤0.01% 1111
2025
Q4 		$360K Buy
2,988
+637
+27% +$77.9K ﹤0.01% 972
2025
Q3 		$279K Buy
2,351
+209
+10% +$23.9K ﹤0.01% 1062
2025
Q2 		$236K Buy
+2,142
New +$211K ﹤0.01% 1081

Other funds holding CPA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
INCA Investments
INCA Investments Miami, Florida $276M AUM 24.38% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return

Savant Capital's CPA Position: Q3 2026 in Review

Savant Capital increased its Copa Holdings (CPA) stake by 36% in Q3 2026, buying an estimated $152K and bringing the position to 4,196 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Savant Capital first reported a position in CPA in Q2 2025 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Savant Capital held 4,196 shares of Copa Holdings worth $553K as of Q3 2026.
  • Savant Capital bought 1,113 Copa Holdings shares in Q3 2026, an estimated $152K.
  • Copa Holdings made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1507 holding.
  • Savant Capital first reported a position in Copa Holdings in Q2 2025 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.